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Cape Investment Advisory’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History

Cape Investment Advisory’s Portfolio EUSA Stock Details EUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-83
Closed -$8.58K – 507
2025
Q4 		$8.58K Hold
83
– – ﹤0.01% 784
2025
Q3 		$8.55K Hold
83
– – 0.01% 436
2025
Q2 		$8.23K Hold
83
– – ﹤0.01% 669
2025
Q1 		$7.77K Hold
83
– – ﹤0.01% 650
2024
Q4 		$7.92K Hold
83
– – ﹤0.01% 630
2024
Q3 		$7.95K Hold
83
– – ﹤0.01% 608
2024
Q2 		$7.33K Hold
83
– – ﹤0.01% 580
2024
Q1 		$7.55K Hold
83
– – ﹤0.01% 590
2023
Q4 		$7.01K Hold
83
– – ﹤0.01% 724
2023
Q3 		$6.24K Hold
83
– – ﹤0.01% 629
2023
Q2 		$6.54K Hold
83
– – ﹤0.01% 618
2023
Q1 		$6.27K Buy
+83
New +$6.32K ﹤0.01% 629

Other funds holding EUSA

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
PSP
Principal Street Partners Memphis, Tennessee $613M AUM 26.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return